Michael Greenen is a CFP, PFS-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Wheaton, IL, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 622 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPC charges a fee based on the size of the retirement plan's assets, up to 1.00% annually, or a fixed fee based on the scope of the engagement. The minimum annual fee is $15,000. Fees are negotiable and may be reduced or waived at RPC's discretion. These fees do not include charges from record keepers, administrators, custodians, or brokers.
Location
111 West Wesley Street, Suite 1, Wheaton, IL, 60187
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael owns Michael J. Greenen CPA PC, taking about 10% of his time during trading hours.
Employment History
Current Registrations
Cerity Partners LLC
Cerity Partners Retirement Plan Consultants
Edge Financial Advisors, LLC
Previous Registrations
Lantern Wealth Guardians LTD.
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Waterstone Financial Group, INC.Broker
Terra Financial Planning Group LTD
Terra Securities CorporationBroker
State Registrations1 state
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